AVP, Business Line Marketing

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit  Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Overview

The AVP, Business Line Marketing & Growth is a senior marketing leader responsible for driving enterprise-wide growth initiatives across Wealthspire’s business lines and client segments, including private wealth and institutional audiences. This role serves as the primary marketing partner to Business Line Leaders, Sales, and Sales Enablement, while directly managing Marketing Managers and ensuring consistent, high-quality execution across the organization.

Reporting to the SVP, Business Line Marketing, this individual combines strategic leadership with hands‑on execution, translating firm and business-line priorities into actionable marketing plans that deliver measurable results. This role requires strong people leadership, communication skills, cross-functional collaboration, and a deep understanding of how marketing performance supports business growth.

Role Description

The AVP, Business Line Marketing & Growth owns the development and execution of integrated marketing strategies that support Wealthspire’s growth objectives across all business lines. This role leads and prioritizes marketing efforts enterprise-wide, balancing long-term strategy with near-term execution in close partnership with Sales, Sales Enablement, and Business Line leadership.

As a manager of marketing coordinators, this role is responsible for setting direction, establishing priorities, and ensuring alignment and accountability across Marketing Managers. While this position provides oversight and leadership, it is also expected to remain execution‑capable, stepping in directly on high-impact initiatives, institutional opportunities, and strategic campaigns as needed.

This individual brings a strong understanding of both institutional and private client marketing and acts as a connective leader across Wealthspire, helping unify offerings, messaging, and go‑to‑market execution across the firm.

Key Responsibilities

• Enterprise & Business Line Leadership
  • Serve as the senior marketing partner to Business Line Leaders, collaborating closely to translate business objectives into integrated marketing strategies.
  • Partner with Sales and Sales Enablement to align marketing initiatives with revenue goals, pipeline development, and client acquisition strategies.
  • Contribute to enterprise‑level growth planning by helping prioritize initiatives, allocate marketing resources, and sequence execution in alignment with firm strategy.
• People Management & Team Leadership
  • Directly manage and develop multiple Marketing Managers, providing clear direction, coaching, and performance…